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Vanguard

Data Analyst, Specialist (Strategy & Client Management)

Reposted Yesterday
In-Office
6 Locations
5-5 Annually
Mid level
In-Office
6 Locations
5-5 Annually
Mid level
The Data Analyst will synthesize data for actionable insights, manage reporting processes, and mentor within the analytics community. They will engage with partners to translate requirements into analytical projects and deliver insights through visualizations and presentations.
The summary above was generated by AI

The ideal candidate has:

  • A deep understanding of or interest to learn about the Self-Directed business

  • Ability to take large disparate data and synthesize actionable insights for leadership consumption

  • Strong technical skill set (SQL, python preferred)

  • Experience with PI enterprise Data

  • Desire & ability to collaborate closely with our business partners to consult & gather requirements

  • Experience in building resilient reporting products (e.g. dashboards)

  • Experience applying advanced analytical techniques in a workplace setting (e.g. predictive modeling)

  • Knowledge of analytic roadmap development in partnership with business stakeholders

Core Responsibilities

  • Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives.

  • Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.

  • Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.

  • Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.

  • Develops, owns and manages recurring analytic or reporting processes.

  • Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.

  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Minimum of five years related work experience.

  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

  • Strong technical skills (SQL, Python, Visualization tools)

  • Experience with testing methodologies (test design, results gathering and recommendations build out)

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Top Skills

Data Visualization Tools
Python
SQL

Vanguard Charlotte, North Carolina, USA Office

Two North Falls Plaza, Charlotte, NC, United States, 28217

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